Finance Lead, Planning & Analysis

CBRE Group, Inc.; Toronto; On-site; CAD 90,000 - 130,000; Full time

Job summary

CBRE Group, Inc. in Toronto is seeking a Finance Lead, Planning & Analysis to conduct standard financial analysis and support forecasting, budgeting, and reporting across a portfolio of facilities management accounts.

You will partner with Operations, Account Leadership, and Corporate Finance to drive profitability and cost efficiency, develop KPIs, and deliver dashboards and pro forma analyses. The role emphasizes adherence to financial policies, month-end close, audits, and strategic planning,

Responsibilities

• Lead monthly, quarterly, and annual forecasting processes for assigned client accounts.
• Develop and manage annual operating budgets and long-range financial plans.
• Analyze actual performance against budget and forecast, identifying risks, opportunities, and key business drivers.
• Provide recommendations to improve profitability, cost efficiency, and operational performance.
• Prepare and present detailed financial analyses, including variance reporting, trend analysis, and business case evaluations.
• Support pricing reviews, contract renewals, and new business opportunities through financial modeling.
• Analyze labor, subcontractor, maintenance, and operating costs to identify savings opportunities.
• Develop KPIs and dashboards to provide actionable insights to business leaders.
• Prepare monthly financial reporting packages and executive-level summaries.
• Ensure compliance with corporate financial policies, accounting standards, and internal controls.
• Support month-end close activities and financial reconciliations.
• Assist with internal and external audits as required.
• Support the monthly and quarterly review of subsegment results including P&L, capital, KPIs, CAPEX and spending.
• Assist with cost improvement and savings opportunities and collect data supporting commercial assessments.
• Support the annual budget process.
• Help with monthly and quarterly forecasting and strategic planning processes.
• Produce routine and adhoc financial reports, packages and pro forma analyses.
• Work within standardized procedures and practices to achieve objectives and meet deadlines and use existing procedures to solve standard problems.
• Have some knowledge of standard principles with limited practical experience in applying them.
• Lead by example and model behaviors that are consistent with CBRE RISE values.
• Impact the quality of own work.
• Work within standardized procedures and practices to achieve objectives and meet deadlines.
• Exchange straightforward information, asks questions and check for understanding.

Job description

Global Workplace Solutions (GWS) Local is a hard services-led, tailored facility management solution. We self-perform hard services while partnering with best-in-class soft service providers to offer custom facility and project management solutions to our clients. We focus on empowering our team with a high-level of downstream accountability, resulting in an agile and efficient service delivery.

In addition to our core facility and project management capabilities, our platform offers direct access to our Best-in-Class services, including ESG, Security Consulting, Workplace Strategy, and Workplace Experience.

About the Role:

As a CBRE Finance Lead, Planning & Analysis, you will be responsible for conducting simple to moderate standard financial analysis and ad hoc finance projects.

This job is responsible for providing financial leadership and analytical support across a portfolio of integrated facilities management accounts. This role partners closely with Operations, Account Leadership, and Corporate Finance to drive forecasting accuracy, budgeting, financial reporting, profitability improvement, and strategic decision-making.

What You’ll Do:

• Lead monthly, quarterly, and annual forecasting processes for assigned client accounts.
• Develop and manage annual operating budgets and long-range financial plans.
• Analyze actual performance against budget and forecast, identifying risks, opportunities, and key business drivers.
• Provide recommendations to improve profitability, cost efficiency, and operational performance.
• Prepare and present detailed financial analyses, including variance reporting, trend analysis, and business case evaluations.
• Support pricing reviews, contract renewals, and new business opportunities through financial modeling.
• Analyze labor, subcontractor, maintenance, and operating costs to identify savings opportunities.
• Develop KPIs and dashboards to provide actionable insights to business leaders.
• Prepare monthly financial reporting packages and executive-level summaries.
• Ensure compliance with corporate financial policies, accounting standards, and internal controls.
• Support month-end close activities and financial reconciliations.
• Assist with internal and external audits as required.
• Support the monthly and quarterly review of subsegment results including P&L, capital, KPIs, CAPEX and spending.
• Assist with cost improvement and savings opportunities and collect data supporting commercial assessments.
• Support the annual budget process.
• Help with monthly and quarterly forecasting and strategic planning processes.
• Produce routine and adhoc financial reports, packages and pro forma analyses.
• Work within standardized procedures and practices to achieve objectives and meet deadlines and use existing procedures to solve standard problems.
• Have some knowledge of standard principles with limited practical experience in applying them.
• Lead by example and model behaviors that are consistent with CBRE RISE values.
• Impact the quality of own work.
• Work within standardized procedures and practices to achieve objectives and meet deadlines.
• Exchange straightforward information, asks questions and check for understanding.